Information
What we'll need to discuss
A short kickoff call covers the practical details — what transactions you handle, what you want us to handle, what your accounting firm does, any tricky items or unusual payroll arrangements, and what timeline works for handover.
- Your business structure (sole trader, limited company, partnership, etc)
- Who your accountant or tax adviser is (so we coordinate with them)
- Typical transaction volume (frequency and size)
- Any payroll, VAT, or specialist work that needs special handling
- Your preferred month-end or reporting date
- Anything unusual or historical that we should know about
